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Green Ridge Wealth Planning’s Mastercard MA Stock Holding History

Green Ridge Wealth Planning’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$314K Sell
569
-4
-0.7% -$2.25K 0.13% 69
2026
Q2 		$294K Sell
573
-1
-0.2% -$499 0.12% 70
2026
Q1 		$287K Sell
574
-10
-2% -$5.27K 0.15% 62
2025
Q4 		$334K Buy
+584
New +$326K 0.17% 59

Other funds holding MA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Green Ridge Wealth Planning's MA Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Mastercard (MA) stake by 0.7% in Q3 2026, selling an estimated $2.25K and leaving 569 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #69.

Green Ridge Wealth Planning first reported a position in MA in Q4 2025 and has held it in 4 quarters since. The position peaked at $334K in Q4 2025. 151 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Green Ridge Wealth Planning held 569 shares of Mastercard worth $314K as of Q3 2026.
  • Green Ridge Wealth Planning sold 4 Mastercard shares in Q3 2026, an estimated $2.25K.
  • Mastercard made up 0.13% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #69 holding.
  • Green Ridge Wealth Planning first reported a position in Mastercard in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Mastercard position peaked at $334K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.